[Board] FW: Evergreen - 1023 Approval/IRS Exemption Letter

[Deborah Luchenbill]

Woohoo!!

Debbie Luchenbill
Associate Director, Open Source Initiatives
MOBIUS
2511 Broadway Bluffs, Ste. 101
Columbia, MO  65201
debbie at mobiusconsortium.org <deborah at mobiusconsortium.org>
573-234-4914
https://mobiusconsortium.org <http://mobiusconsortium.org>
Evergreen Help Desk: help at mobiusconsortium.org / 877-312-3517
Pronouns: She/Her/Hers


On Mon, Sep 28, 2020 at 1:39 PM Goben, Anna <AGoben at library.in.gov> wrote:

> FYI!!!
>
>
>
> Anna Goben
>
> Evergreen Indiana Coordinator
>
> Indiana State Library
>
> 140 N Senate Ave
>
> Indianapolis, IN 46204
>
> 317-234-6624
>
> Fax: 317-232-1925
>
>
>
> *From:* Jonathan N Dilly <jdilly at swansonbernard.com>
> *Sent:* Monday, September 28, 2020 2:30 PM
> *To:* apply at tix.sfconservancy.org; scott.thomas at sparkpa.org;
> evergreen at sfconservancy.org
> *Cc:* David G. Watkins <dwatkins at swansonbernard.com>
> *Subject:* Evergreen - 1023 Approval/IRS Exemption Letter
>
>
>
> **** This is an EXTERNAL email. Exercise caution. DO NOT open attachments
> or click links from unknown senders or unexpected email. ****
> ------------------------------
>
> All,
>
> Today I received the attached IRS approval regarding Evergreen’s 1023
> application. This letter will need to be provided to donor’s for tax
> deduction eligibility. If Evergreen has not already been doing so,
> Evergreen will now need to be prepared to file the applicable 990 for tax
> year 2020. Please let me know if you have any questions.
>
> Sincerely,
>
> Jon
>
>
>
>
>
>
>
> *Jonathan N. Dilly*
>
> Member
>
> + 1 816.410.4633
>
>
>
> 4600 Madison Ave, Ste 600
>
> Kansas City, MO 64112
>
>
>
> A member of MERITAS – LAW FIRMS WORLDWIDE
>
> swansonbernard.com
>
>
>
>
>
>
>
>
>
> *From:* Galen Charlton via RT <apply at tix.sfconservancy.org>
> *Sent:* Thursday, August 13, 2020 5:00 PM
> *To:* scott.thomas at sparkpa.org
> *Cc:* evergreen at sfconservancy.org; Jonathan N Dilly <
> jdilly at swansonbernard.com>
> *Subject:* Re: [sfconservancy.org #2046] Termination: Evergreen: exit
> agreement & 1023 filing
>
>
>
> Hi Karen,
>
>
>
> Our form 1023 filing was submitted in March and we've been periodically
> checking on its status. Unfortunately, it appears to have been caught up in
> the general IRS backlog and we have no ETA from the IRS when we can expect
> approval or questions.
>
>
>
> I will proceed with producing the grant report.
>
>
>
> Regards,
>
>
>
> Galen
>
>
>
> On Thu, Aug 13, 2020 at 5:54 PM Karen Sandler via RT <
> apply at tix.sfconservancy.org> wrote:
>
> Hi everyone,
>
> I hope you are all doing as well as possible these days.
>
> I just wanted to check in as we haven't heard anything back about the
> status of Evergreen's tax exempt status (and I don't see EP Corp listed on
> the IRS site). Do you have any updates? I believe we're coming up on the
> deadline for a grant report under the agreement, do you know when we might
> expect that?
>
>
> thanks,
> karen
>
> --
>
> Karen M. Sandler
> Executive Director, Software Freedom Conservancy
> __________
> Become a Supporter today! http://sfconservancy.org/supporter/
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>
>
>
> --
>
> Galen Charlton
> Implementation and Services Manager
> Equinox Open Library Initiative
> phone:  1-877-OPEN-ILS (673-6457)
> email:  gmc at equinoxInitiative.org
> web:  https://equinoxInitiative.org
> <https://protect2.fireeye.com/v1/url?k=dca226d2-82125088-dca66fd2-8681d5b5fa8e-6263cb032133afb1&q=1&e=f218dd90-0ddb-42bc-a5c8-daa24adf0c9d&u=https%3A%2F%2Fequinoxinitiative.org%2F>
> direct: +1 770-709-5581
> cell:   +1 404-984-4366
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